Sofwave第三季度营收2850万美元增长35%：使用费收入增长60%，获中国药监批准上市
位于加利福尼亚州橙县 San Clemente 的医美器械公司 Sofwave Medical 11月3日公布2026年第三季度财报：季度营收2,850万美元，同比增长35%；其中经常性使用费收入1,330万美元，同比增长60%，占总营收47%；设备销售收入1,520万美元，同比增长19%。
盈利方面，季度毛利润2,180万美元，同比增长41%，国际财务报告准则（IFRS）毛利率由上年同期的73.7%升至76.6%；IFRS营业利润440万美元、净利410万美元，上年同期净利为100万美元，公司已连续第六个季度实现IFRS净利为正，季度内产生现金260万美元。截至9月30日，公司现金、现金等价物与短期存款合计4,140万美元。前九个月营收8,290万美元，同比增长41%，IFRS净利790万美元。
业务进展方面，公司第三季度获得中国国家药品监督管理局（NMPA）批准，Sofwave系统可在中国大陆上市，用于改善22岁以上成人中下脸部皱纹；该批准有一项200名受试者的随机对照研究支持。公司与合作方 HTDK 推进在中国大陆的营销与销售，首批订单70台系统，第三季度已发货10台，其余60台计划第四季度发货。公司首席执行官 Louis Scafuri 表示，使用费收入占比升至47%，反映其服务商网络的治疗量持续增长；公司专有的 SUPERB 同步超声平行束技术已获美国食品药品监管局（FDA）8项许可。
Sofwave 称，其系统累计售出约3,400台，自商业化以来累计完成治疗约110万人次；第三季度营收按地区分，北美占49%、亚太占37%、欧洲中东非洲占12%、拉美占2%。公司在以色列证券交易所上市（TASE: SOFW），主营非侵入式皮肤与身体再生技术，除超声平台外还有采用电肌肉刺激技术的 Pure Impact 产品线。
（来源：Sofwave Medical）
Sofwave Q3 Revenue Rises 35% to $28.5 Million: Usage Fees Up 60%, China NMPA Approval Won
Sofwave Medical Ltd., an aesthetic medical device company based in San Clemente, in Orange County, California, reported third-quarter 2026 results on November 3: revenue of $28.5 million, up 35% year over year, including recurring usage-fee revenue of $13.3 million, up 60% and representing 47% of total revenue, and capital equipment revenue of $15.2 million, up 19%.
Gross profit was $21.8 million, up 41%, with IFRS gross margin expanding to 76.6% from 73.7% a year earlier. IFRS operating income was $4.4 million and IFRS net income $4.1 million, versus $1.0 million a year earlier - the company's sixth consecutive quarter of positive IFRS net income - and it generated $2.6 million in cash during the quarter. Cash, cash equivalents and short-term deposits stood at $41.4 million as of September 30. Revenue for the first nine months was $82.9 million, up 41%, with IFRS net income of $7.9 million.
On the business side, the company received approval in the third quarter from China's National Medical Products Administration (NMPA) to market the Sofwave System in mainland China to improve mid-to-lower facial wrinkles in adults aged 22 and older, supported by a 200-subject randomized controlled study in China. Working with HTDK, which leads marketing, distribution and sales in mainland China, the company received an initial order for 70 systems, with 10 shipped in the third quarter and the remaining 60 scheduled for the fourth quarter. CEO Louis Scafuri said usage fees reaching 47% of revenue reflected growing treatment activity across its expanding provider network. Its proprietary SUPERB ultrasound technology holds eight U.S. Food and Drug Administration (FDA) clearances.
Sofwave said about 3,400 of its systems have been sold to date and about 1.1 million treatments administered since commercialization. Third-quarter revenue by geography was 49% North America, 37% Asia-Pacific, 12% EMEA and 2% Latin America. The company is listed on the Tel Aviv Stock Exchange (TASE: SOFW) and also offers the Pure Impact electrical muscle stimulation line.
(Source: Sofwave Medical)
来源：Sofwave Medical
发布：GSM·美国（发布链接）
图片来源：图：超声治疗设备（资料图）。Linda Bartlett 摄，公共领域，经 Wikimedia Commons。 / Photo: An ultrasound therapy device (file photo). Photo by Linda Bartlett, public domain, via Wikimedia Commons.
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